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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: StanX Long who wrote (50938)8/21/2001 8:20:51 PM
From: advocatedevil  Read Replies (3) of 70976
 
The gain in bookings sounds potentially significant at 5%, but I believe the number should be put into perspective in terms of actual dollar value. Let's look at the change in bookings over the six months prior to the point we flattened out in the $700 million range:

Mar-01 to Apr-01: -$476 Million

Feb-01 to Mar-01: -$414 Million

Jan-01 to Feb-01: -$243 Million

Dec-00 to Jan-01: -$518 Million

Nov-00 to Dec-00: -$335 Million

Oct-00 to Nov-00: -$286 Million

Now this month the bookings increase $37 Million and the description of the change is "Strong." I don't think so (but I may be the only one) FWIW.

AdvocateDevil
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